Public record / Tickers / SONO

SONO — Sonos Inc†

Both disclosure regimes on one name: who in Congress filed about SONO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming SONO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-14
filed 2025-04-14
13F holders
293
top-293 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Julie Johnson · $1.0K–$15.0K

SELL · traded 2025-03-11 → filed 2025-04-14. Ranked over every SONO row by the provable lower bound, never a point estimate.

No member disclosed SONO in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SONO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SONO
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-04-14Julie Johnson D–TX-32SELL JT (jointly owned)Traded 03-11 +34d$1K–$15K
2019-01-29Justin Amash ?–MI-3BUY DC (dependent-child-owned)Traded 01-02 +27d$1K–$15K
2018-11-13Justin Amash ?–MI-3BUY DC (dependent-child-owned)Traded 11-01 +12d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in SONO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed SONO in the trailing 12 months.

Congress ↔ notable managers · SONO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $2.3M held
Trimming
1 Bridgewater Associates $172K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SONOS INC

Merged timeline of congressional filings and notable-manager moves on SONO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+83,484 sh
2026-05-15Bridgewater Associates 13FTRIM−93,770 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SONO for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$237M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$117M1
3VANGUARD CAPITAL MANAGEMENT LLC$69.9M1
4STATE STREET CORP$61.5M1
5ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$44.3M1
6JACOBS LEVY EQUITY MANAGEMENT, INC$40.6M1
7GEODE CAPITAL MANAGEMENT, LLC$40.0M1
8Trigran Investments, Inc.$33.4M1
9MORGAN STANLEY$32.2M1
10DIMENSIONAL FUND ADVISORS LP$31.9M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$26.8M1
12FMR LLC$25.5M1
13RENAISSANCE TECHNOLOGIES LLC$22.9M1
14Nuveen, LLC$18.3M1
15FRANKLIN RESOURCES INC$18.1M1
16SYSTEMATIC FINANCIAL MANAGEMENT LP$17.5M1
17NORTHERN TRUST CORP$17.0M1
18Engine Capital Management, LP$16.8M1
19BANK OF AMERICA CORP /DE/$15.9M1
20Crestwood Capital Management, L.P.$15.7M1
21Allianz Asset Management GmbH$15.5M1
22AQR CAPITAL MANAGEMENT LLC$14.1M1
23Two Seas Capital LP$12.3M1
24VANGUARD FIDUCIARY TRUST CO$11.1M1
25OP Asset Management Ltd$10.4M1
26Aristotle Capital Boston, LLC$9.9M1
27First Eagle Investment Management, LLC$9.5M1
28Man Group plc$9.3M1
29D. E. Shaw & Co., Inc.$9.2M1
30Bank of New York Mellon Corp$9.0M1
31UBS Group AG$8.7M1
32MILLENNIUM MANAGEMENT LLC$8.5M1
33PUBLIC SECTOR PENSION INVESTMENT BOARD$8.4M1
34PRINCIPAL FINANCIAL GROUP INC$7.9M1
35ROYCE & ASSOCIATES LP$7.4M1
36Invesco Ltd.$7.1M1
37Hillsdale Investment Management Inc.$6.6M1
38Point72 Asset Management, L.P.$6.6M1
39PDT Partners, LLC$6.3M1
40TWO SIGMA INVESTMENTS, LP$6.0M1
41AMERICAN CENTURY COMPANIES INC$5.5M1
42VOYA INVESTMENT MANAGEMENT LLC$5.2M1
43Robeco Institutional Asset Management B.V.$5.2M1
44SEI INVESTMENTS CO$5.1M1
45JANE STREET GROUP, LLC$4.9M1
46XTX Topco Ltd$4.8M1
47Trexquant Investment LP$4.8M1
48RHUMBLINE ADVISERS$4.4M1
49AMERIPRISE FINANCIAL INC$4.4M1
50DEUTSCHE BANK AG\$4.2M1
51PRUDENTIAL FINANCIAL INC$3.9M1
52CANADA PENSION PLAN INVESTMENT BOARD$3.8M1
53PANAGORA ASSET MANAGEMENT INC$3.7M1
54Legal & General Group Plc$3.7M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.6M1
56NewEdge Wealth, LLC$3.5M1
57Waverly Advisors, LLC$3.3M1
58Engineers Gate Manager LP$3.3M1
59MIRABELLA FINANCIAL SERVICES LLP$3.2M1
60EFG International AG$3.0M1
61IEQ CAPITAL, LLC$2.9M1
62Swiss National Bank$2.9M1
63Hudson Bay Capital Management LP$2.7M1
64ALLIANCEBERNSTEIN L.P.$2.5M1
65Susquehanna Portfolio Strategies, LLC$2.3M1
66Gotham Asset Management, LLC$2.3M1
67ENVESTNET ASSET MANAGEMENT INC$2.1M1
68OMERS ADMINISTRATION Corp$2.1M1
69Y-Intercept (Hong Kong) Ltd$1.9M1
70FCA CORP /TX$1.8M1
71ZACKS INVESTMENT MANAGEMENT$1.7M1
72Integrated Quantitative Investments LLC$1.7M1
73SCS Capital Management LLC$1.5M1
74Jasper Ridge Partners, L.P.$1.5M1
75GFS Advisors, LLC$1.3M1
76Qube Research & Technologies Ltd$1.3M1
77VANGUARD ASSET MANAGEMENT, Ltd$1.3M1
78Freestone Grove Partners LP$1.3M1
79CITADEL ADVISORS LLC$1.1M1
80Cerity Partners LLC$1.1M1
81CWM, LLC$1.1M1
82TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
83Creative Planning$1.0M1
84WELLS FARGO & COMPANY/MN$972K1
85Mariner, LLC$956K1
86MetLife Investment Management, LLC$924K1
87Illinois Municipal Retirement Fund$901K1
88PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$835K1
89Quantinno Capital Management LP$798K1
90Zurcher Kantonalbank (Zurich Cantonalbank)$797K1
91RAYMOND JAMES FINANCIAL INC$796K1
92Brevan Howard Capital Management LP$787K1
93WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$777K1
94NOMURA HOLDINGS INC$776K1
95Round Rock Advisors LLC$764K1
96SUSQUEHANNA INTERNATIONAL GROUP, LLP$759K1
97MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$751K1
98Voleon Capital Management LP$741K1
99Limestone Investment Advisors LP$739K1
100MANUFACTURERS LIFE INSURANCE COMPANY, THE$733K1
101EXCHANGE TRADED CONCEPTS, LLC$723K1
102KLP KAPITALFORVALTNING AS$704K1
103Allegheny Financial Group$673K1
104PEAK6 LLC$670K1
105MERCER GLOBAL ADVISORS INC /ADV$660K1
106Vanguard Global Advisers, LLC$645K1
107Legato Capital Management LLC$604K1
108IRONWOOD INVESTMENT MANAGEMENT LLC$586K1
109State of Wyoming$577K1
110Janus Henderson Group Ltd.$574K1
111STATE OF WISCONSIN INVESTMENT BOARD$551K1
112Edgestream Partners, L.P.$531K1
113Corient Private Wealth LLC$522K1
114Schonfeld Strategic Advisors LLC$502K1
115STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$487K1
116Connor, Clark & Lunn Investment Management Ltd.$484K1
117FIFTH THIRD BANCORP$475K1
118Holocene Advisors, LP$472K1
119Amundi$465K1
120ExodusPoint Capital Management, LP$465K1
121Dynamic Technology Lab Private Ltd$451K1
122Graham Capital Management, L.P.$449K1
123INTECH INVESTMENT MANAGEMENT LLC$445K1
124YOUSIF CAPITAL MANAGEMENT, LLC$433K1
125NEW YORK STATE COMMON RETIREMENT FUND$427K1
126ROYAL BANK OF CANADA$423K1
127BARCLAYS PLC$403K1
128COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$401K1
129Arizona State Retirement System$398K1
130DRW Securities, LLC$392K1
131OREGON PUBLIC EMPLOYEES RETIREMENT FUND$370K1
132Universal- Beteiligungs- und Servicegesellschaft mbH$364K1
133FORMULA GROWTH LTD$362K1
134PRELUDE CAPITAL MANAGEMENT, LLC$359K1
135Walleye Capital LLC$347K1
136Vanguard Investments Australia, Ltd.$336K1
137MCDONALD PARTNERS LLC$315K1
138AXQ CAPITAL, LP$310K1
139FULLER & THALER ASSET MANAGEMENT, INC.$280K1
140Linden Thomas Advisory Services, LLC$278K1
141Pictet Asset Management Holding SA$269K1
142Blueshift Asset Management, LLC$255K1
143VICTORY CAPITAL MANAGEMENT INC$254K1
144Bridgefront Capital, LLC$253K1
145ProShare Advisors LLC$249K1
146LPL Financial LLC$240K1
147Maryland State Retirement & Pension System$238K1
148CITIGROUP INC$236K1
149HANCOCK WHITNEY CORP$232K1
150Focus Partners Wealth$230K1
151CADEN CAPITAL PARTNERS, LP$220K1
152Bayforest Capital Ltd$218K1
153Cornerstone Investment Partners, LLC$214K1
154Pallas Capital Advisors LLC$209K1
155OXFORD ASSET MANAGEMENT LLP$204K1
156FIRST TRUST ADVISORS LP$199K1
157Merit Financial Group, LLC$192K1
158TWO SIGMA SECURITIES, LLC$190K1
159MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$185K1
160Semanteon Capital Management, LP$181K1
161HighTower Advisors, LLC$181K1
162Z3 Capital Partners, LLC$173K1
163Bridgewater Associates, LP$172K1
164Empower Advisory Group, LLC$162K1
165XPONANCE LLC$153K1
166Allworth Financial LP$149K1
167BANK OF MONTREAL /CAN/$148K1
168Ritter Alpha, LP$146K1
169BANQUE PICTET & CIE SA$143K1
170Vanguard Personalized Indexing Management, LLC$141K1
171Focus Partners Advisor Solutions, LLC$138K1
172Olympiad Research LP$135K1
173Ameritas Investment Partners, Inc.$132K1
174GROUP ONE TRADING LLC$122K1
175Tower Research Capital LLC (TRC)$122K1
176OSAIC HOLDINGS, INC.$112K1
177Leonteq Securities AG$103K1
178Ensign Peak Advisors, Inc$98.5K1
179QUADRANT CAPITAL GROUP LLC$82.6K1
180NISA INVESTMENT ADVISORS, LLC$79.0K1
181Aster Capital Management (DIFC) Ltd$73.5K1
182MEEDER ASSET MANAGEMENT INC$58.7K1
183Pinnacle Wealth Planning Services, Inc.$44.3K1
184Federation des caisses Desjardins du Quebec$40.0K1
185NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31.3K1
186BNP Paribas Asset Management Holding S.A.$30.6K1
187Tradewinds Capital Management, LLC$26.9K1
188DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$26.2K1
189SBI Securities Co., Ltd.$23.2K1
190Rockefeller Capital Management L.P.$19.1K1
191Smartleaf Asset Management LLC$18.6K1
192Owl Creek Wealth Partners LLC$18.0K1
193Caitong International Asset Management Co., Ltd$17.1K1
194Steward Partners Investment Advisory, LLC$16.4K1
195True Wealth Design, LLC$15.1K1
196Clearstead Advisors, LLC$15.0K1
197Sterling Capital Management LLC$13.9K1
198Mountain Hill Investment Partners Corp.$13.4K1
199Arax Advisory Partners$12.3K1
200ACADIAN ASSET MANAGEMENT LLC$11.8K1
201US BANCORP \DE\$10.9K1
202UMB Bank, n.a.$10.7K1
203Keating Financial Advisory Services, Inc.$7.5K1
204BROWN, LISLE/CUMMINGS, INC.$7.2K1
205Salomon & Ludwin, LLC$6.4K1
206MAI Capital Management$6.2K1
207Performa Ltd (US), LLC$6.2K1
208CHILTON CAPITAL MANAGEMENT LLC$6.0K1
209GS Investments, Inc.$5.3K1
210Private Wealth Management Group, LLC$4.7K1
211Costello Asset Management, INC$4.0K1
212ALGERT GLOBAL LLC$2.7K1
213INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.4K1
214THRIVENT FINANCIAL FOR LUTHERANS$2.0K1
215FEDERATED HERMES, INC.$1.3K1
216Parkside Financial Bank & Trust$1.3K1
217Blue Trust, Inc.$1.3K1
218CANADA LIFE ASSURANCE Co$1.3K1
219FARMERS & MERCHANTS INVESTMENTS INC$9381
220Summit Global Investments$9141
221State of Alaska, Department of Revenue$8951
222SALEM INVESTMENT COUNSELORS INC$6701
223NATIONAL BANK OF CANADA /FI/$6421
224FINANCIAL CONSULATE, INC$5771
225William B. Walkup & Associates, Inc.$5341
226AMALGAMATED BANK$4661
227GILPIN WEALTH MANAGEMENT, LLC$4431
228GSA CAPITAL PARTNERS LLP$3391
229NEW YORK STATE TEACHERS RETIREMENT SYSTEM$3211
230Ankerstar Wealth, LLC$2951
231SJS Investment Consulting Inc.$2551
232TD Capital Management LLC$2011
233SWAN Capital LLC$2011
234PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1761
235CENTAURUS FINANCIAL, INC.$1571
236TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$611
237KBC Group NV$601
238Farmers & Merchants Trust Co of Chambersburg PA$71
239PIN OAK INVESTMENT ADVISORS INC$41
240HAZLETT, BURT & WATSON, INC.$21
241VANGUARD GROUP INC— value not disclosed1
242HARBOUR INVESTMENTS, INC.— value not disclosed1
243COMERICA BANK— value not disclosed1
244MACKENZIE FINANCIAL CORP— value not disclosed1
245NATIXIS ADVISORS, LLC— value not disclosed1
246HARBOR CAPITAL ADVISORS, INC.— value not disclosed1
247SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
248JUPITER ASSET MANAGEMENT LTD— value not disclosed1
249Advisors Asset Management, Inc.— value not disclosed1
250CIBC Private Wealth Group LLC— value not disclosed1
251Weiss Asset Management LP— value not disclosed1
252NORGES BANK— value not disclosed1
253Walleye Trading LLC— value not disclosed1
254Marquette Asset Management, LLC— value not disclosed1
255O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
256Verition Fund Management LLC— value not disclosed1
257TWO SIGMA ADVISERS, LP— value not disclosed1
258Daiwa Securities Group Inc.— value not disclosed1
259SIMPLEX TRADING, LLC— value not disclosed1
260FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
261HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
262PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
263BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
264Kemnay Advisory Services Inc.— value not disclosed1
265VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
266Lighthouse Investment Partners, LLC— value not disclosed1
267Versor Investments LP— value not disclosed1
268Numerai GP LLC— value not disclosed1
269Centiva Capital, LP— value not disclosed1
270Meridian Wealth Management, LLC— value not disclosed1
271Counterpoint Mutual Funds LLC— value not disclosed1
272Neo Ivy Capital Management— value not disclosed1
273Larson Financial Group LLC— value not disclosed1
274Global Retirement Partners, LLC— value not disclosed1
275CVA Family Office, LLC— value not disclosed1
276Aquatic Capital Management LLC— value not disclosed1
277Verdad Advisers, LP— value not disclosed1
278OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
279Kestra Advisory Services, LLC— value not disclosed1
280WOLFF WIESE MAGANA LLC— value not disclosed1
281Vermillion & White Wealth Management Group, LLC— value not disclosed1
282AlphaQuest LLC— value not disclosed1
283PharVision Advisers, LLC— value not disclosed1
284SageView Advisory Group, LLC— value not disclosed1
285Dunhill Financial, LLC— value not disclosed1
286Abound Wealth Management— value not disclosed1
287Quarry LP— value not disclosed1
288EntryPoint Capital, LLC— value not disclosed1
289Jain Global LLC— value not disclosed1
290Motiv8 Investments LLC— value not disclosed1
291Glen Eagle Advisors, LLC— value not disclosed1
292OPTIMA CAPITAL LLC— value not disclosed1
293MASECO LLP— value not disclosed1
Truncated by Public Filings. Every one of the 240 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SONO

RETAINED WINDOW · ACTIVE HITS

Zero hits on SONO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SONO · financials and macro

Financials — as filed PLANNED

SONO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SONO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing